Macro Update: The Flip Side of Inflation

On June 23, I joined the Capital Allocators podcast to discuss some of the pressing challenges facing the private equity industry today, with a particular focus on the ongoing liquidity crisis. This is an unprecedented and, I would argue, an underappreciated problem for the indus ... Show More

[This episode originally aired on July 12, 2023] In part two of our conversation with Ian Charles, we reflect on a career of consummate innovation in the secondaries market. 

[This episode originally aired on June 22, 2023] Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing. 

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track. 

As inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer. -----Transcript----- Welcome to Thoughts on the Market. I'm Robert Rosner, Senior U.S. Economist for Mor ... Show More

European and US inflation numbers again surprised the markets by coming in lower than expected. The ending of the 2021–22 transitory inflation was very rapid (in the US, durable goods inflation went from record high to deflation within nine months). It may be that the ending of p ... Show More

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023? 

How today's inflationary environment is similar and different from the great inflation of the 1970s. What are the best assets to protect your portfolio if the next great inflation is here.Topics covered include:How is inflation measured and why the pandemic made calculating infla ... Show More

Inflation has been perhaps the single biggest issue facing the global economy over the past year and has proven far more persistent than most people originally assumed. But with central banks around the world all raising interest rates, will we finally see inflation go back down ... Show More

Discover how inflation impacts stock trading, and how to build a trading plan to navigate these inflationary times. SHOW NOTES: 4:56: What Do Traders Need To Know About Current Inflation? 10:14: What Do Traders Need To Know About Current Money Supplies? 15:59: What Sectors Gain S ... Show More

There's one word that I'm sure we've all heard more times than we can count for the past year, and that's Inflation. As you know, prices are pretty much up on everything. Since April of 2021. Inflation has been steadily increasing and is significantly higher than the usual 2%. In ... Show More

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius ... Show More